Newbridge Financial Services Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Newbridge Financial Services Group’s Portfolio FXO Stock Details FXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.12K	Hold	98	–	–	﹤0.01%	931
2026 Q1	$5.51K	Hold	98	–	–	﹤0.01%	907
2025 Q4	$5.91K	Hold	98	–	–	﹤0.01%	876
2025 Q3	$5.82K	Hold	98	–	–	﹤0.01%	997
2025 Q2	$5.49K	Hold	98	–	–	﹤0.01%	1010
2025 Q1	$5.19K	Hold	98	–	–	﹤0.01%	794
2024 Q4	$5.3K	Hold	98	–	–	﹤0.01%	856
2024 Q3	$5.01K	Hold	98	–	–	﹤0.01%	507
2024 Q2	$4.54K	Hold	98	–	–	﹤0.01%	859
2024 Q1	$4.66K	Hold	98	–	–	﹤0.01%	899
2023 Q4	$4.24K	Hold	98	–	–	﹤0.01%	875
2023 Q3	$3.71K	Hold	98	–	–	﹤0.01%	995
2023 Q2	$3.69K	Hold	98	–	–	﹤0.01%	1058
2023 Q1	$3.66K	Hold	98	–	–	﹤0.01%	1120
2022 Q4	$4.01K	Buy	+98	New	+$4.03K	﹤0.01%	1103

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's FXO Position: Q2 2026 in Review

Newbridge Financial Services Group held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 98 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Newbridge Financial Services Group first reported a position in FXO in Q4 2022 and has held it in 15 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Newbridge Financial Services Group held 98 shares of First Trust Financials AlphaDEX Fund worth $6.12K as of Q2 2026.
Newbridge Financial Services Group left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #931 holding.
Newbridge Financial Services Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.